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LVZ, Inc.: JBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVZ, Inc. on JBND, newest first. How the timeline and the estimate are built.

LVZ, Inc. held 964,908 JBND shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 964,908 shares
    Change vs previous 13F -2,112 shares

    5.24% of the 13F portfolio, value $51,622,596.

    13F-HR 0000905729-26-000131 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 967,020 shares
    Change vs previous 13F +29,923 shares

    5.93% of the 13F portfolio, value $51,996,688.

    13F-HR 0000905729-26-000087 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 937,097 shares
    Change vs previous 13F +10,620 shares

    5.66% of the 13F portfolio, value $50,668,823.

    13F-HR/A 0000905729-26-000036 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 926,477 shares
    Change vs previous 13F +6,411 shares

    5.7% of the 13F portfolio, value $50,178,001.

    13F-HR 0000905729-25-000173 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 920,066 shares
    Change vs previous 13F +7,225 shares

    5.91% of the 13F portfolio, value $49,306,332.

    13F-HR 0000905729-25-000121 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 912,841 shares
    Change vs previous 13F +65,895 shares

    6.41% of the 13F portfolio, value $48,855,226.

    13F-HR 0000905729-25-000078 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 846,946 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $44,252,945.

    13F-HR 0000905729-25-000026 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).